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Charitable Intent

We are all philanthropists whether involuntary in the form of taxes or voluntary in the form of charitable contributions. A heart for helping others and a desire to make this world a better place in which to live is the inspiration of every successful charitable activity.



What purpose and values will you perpetuate?


    To support your church in the name of your family?


    To provide scholarship funds for the leaders of tomorrow?


    To fund medical research and development for finding cures?


    To distribute to specific charities around the world?




By focusing on the "top line," the "bottom line" will always be there. Or as Stephen R. Covey says, "begin with the end in mind." Far too often charitable gift planning is driven by a select few charitable devices, entities and asset classes. The Family Bank Generations approach is results-focused from the families’ perspective. The irony is that changing this focus on doing what is best for the family, often achieves superior overall results for the family's favorite charitable causes, foundation, or donor advised






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